Connect to Oracle Service Cloud Data from Filemaker Pro (Mac)

FileMaker Pro is a cross-platform relational database application that allows users to visually modify a database. When paired with CData Connect AI, FileMaker Pro gets access to live Oracle Service Cloud data. This article demonstrates how to connect to Oracle Service Cloud using Connect AI and query Oracle Service Cloud data in FileMaker Pro.

CData Connect AI provides a pure SQL Server interface for Oracle Service Cloud, allowing you to query data from Oracle Service Cloud without replicating the data to a natively supported database. Using optimized data processing out of the box, CData Connect AI pushes all supported SQL operations (filters, JOINs, etc.) directly to Oracle Service Cloud, leveraging server-side processing to return the requested Oracle Service Cloud data quickly.

Configure Oracle Service Cloud Connectivity for FileMaker Pro

Connectivity to Oracle Service Cloud from FileMaker Pro is made possible through CData Connect AI. To work with Oracle Service Cloud data from FileMaker Pro, we start by creating and configuring a Oracle Service Cloud connection.

1. Log into Connect AI, click Sources, and then click Add Connection
👁 Adding a Connection

2. Select "Oracle Service Cloud" from the Add Connection panel
👁 Selecting a data source

3. Enter the necessary authentication properties to connect to Oracle Service Cloud.

   Using Basic Authentication

   You must set the following to authenticate to Oracle Service Cloud:

   • Url: The Url of the account to connect to.
   • User: The username of the authenticating account.
   • Password: The password of the authenticating account.
   👁 Configuring a connection (Salesforce is shown)
   
4. Click Save & Test
5. Navigate to the Permissions tab in the Add Oracle Service Cloud Connection page and update the User-based permissions. 👁 Updating permissions
   

Add a Personal Access Token

When connecting to Connect AI through the REST API, the OData API, or the Virtual SQL Server, a Personal Access Token (PAT) is used to authenticate the connection to Connect AI. It is best practice to create a separate PAT for each service to maintain granularity of access.

1. Click on the Gear icon () at the top right of the Connect AI app to open the settings page.
2. On the Settings page, go to the Access Tokens section and click Create PAT.
3. Give the PAT a name and click Create. 👁 Creating a new PAT
   
4. The personal access token is only visible at creation, so be sure to copy it and store it securely for future use.

With the connection configured and a PAT generated, you are ready to connect to Oracle Service Cloud data from Filemaker Pro.

Connect to Oracle Service Cloud from FileMaker Pro using Connect AI

To establish a connection from FileMaker Pro to the CData Connect AI Virtual SQL Server API, follow these steps.

Configure the ODBC Connection to CData Connect AI

1. Download and install the Actual ODBC Driver for SQL Server (actualtech.com)
2. Configure a DSN for the Actual ODBC driver by setting the following properties:
   • URL: tds.cdata.com
   • Port: Change the port from 1433 to 14333
   • Username: Your Connect AI email address
   • Password: the PAT you created earlier

Query Oracle Service Cloud from FileMaker Pro

1. In the SQL Query Builder "SELECT" tab, select the columns to include as part of the query. 👁 Configuring the query by selecting columns.
   
2. Open the "WHERE" tab of the SQL Query Builder and select "Show only selected columns."
3. In "Table.Column,"" select a table and a column name.
4. Set the "Operator" to =.
5. Select "Column," and then select the same table and column name as "Table.Column."
6. Click "Insert into SQL Query." 👁 Configuring the query by setting the WHERE clause.
   
7. If no other modifications to the SQL query are required, click "Execute."

Get CData Connect AI

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